Tax Manager, Private Client Services

Job Category:
Generalist

Job Description:

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance;

charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net‑worth clients.

• Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities.
• Works directly with clients and their advisors to gather information needed to prepare tax returns.
• Reviews individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns.
• Directs communication with government agencies for matters of the highest complexity.
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership.
• Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments.
• Prioritizes and completes tasks both individually and with a team.
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training.
• Builds new relationships and maintains existing relationships with BDO professionals and external sources.

• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provide review comments.
• Trains Associates and Seniors how to use all current software tools.
• Acts as a Career Advisor to associates and senior associates.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s degree in Accountancy or Taxation, preferred.

• Five (5) or more years prior experience in accounting, finance, or law, required.
• Experience working in public accounting, or the private client service area, preferred.

• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required.
• Possession of other professional degrees or certifications applicable to role, preferred.

• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required.
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, Go File Room , Sure Prep), preferred.
• Experience with tax research tools (BNA Portfolio, CCH Intelli Connect, Checkpoint and Lexis Nexis), preferred.

• N/A

• Initiative
• Owns their own career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
• Manages client engagements, supervises, and reviews work of team members
• Communication
• Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
• Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
• Resolves client…